The problem
Customers rarely tell you they’re leaving. They pay slower, order less, and push on price, and most owners notice after the revenue is gone.
What this shows
Which customers are likely to leave, how much revenue is at stake, and why, plus who’s most likely to buy more.
Try it
Set Contract Renewal to “Next 90 days,” then open Customer Detail and click a customer to see what’s driving its risk.
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Annual Revenue by Predicted Risk Tier
Risk by Customer Size
Highest Expected Loss
Ranked by annual revenue × chance of leaving
Highest Expected Growth
Biggest dollar opportunity first
Which customers are likely to take their business elsewhere, and why?
Chance of Leaving vs Annual Revenue
Large AccountsMid-Size AccountsSmall Accounts
Primary Risk Driver
Biggest factor for each Medium and High customer, weighted by annual revenue
At-Risk Annual Revenue by Territory
At-Risk Annual Revenue by Tenure
Expected Loss by Contract Renewal
Which customers are likely to buy more, and what should you offer them?
Top Growth Candidates
Expected Growth by Customer Size
Service Gaps
Share of likely-growth customer revenue not yet buying each service
What's Driving This Score
Starts from the average customer and adds each factor's effect
Key Observations
Quarterly Service History
Revenue by Quarter
Select a customer to open its journey.
Customers
Customer Leaving
A customer moving most or all of its business to someone else. It rarely arrives as a formal cancellation; orders just get smaller and less frequent.
Annual Revenue
Revenue from the customer over the last twelve months.
Revenue at Risk
Annual revenue of customers at Medium or High risk.
Expected Loss
Annual revenue multiplied by chance of leaving, added up across customers.
Expected Growth
Growth opportunity multiplied by growth likelihood.
Forecast Revenue Retention
(Annual revenue − expected loss + expected growth) ÷ annual revenue.
Warning Signs
Days to Pay
How long the customer takes to pay an invoice, on average. Slowing payment is often an early sign of trouble.
Order Trend
Change in orders, last six months versus the prior six.
Complaints (90 days)
Complaints logged from the customer in the last 90 days.
Average Discount
Average discount given on the customer's orders. Rising discounts often mean they're comparing prices.
Days Since Last Contact
Days since anyone on your team spoke with the customer.
Tenure
Months since the customer's first order.
How the Scores Work
Risk Score
The estimated chance a customer leaves in the coming period, based on patterns in past history. In a client engagement, scores are built from the client's own records.
Risk Tier
Low, Medium, or High, based on the risk score.
Top Driver
The factor pushing a score up the most, and usually the first thing to address.
Want to see this for your business?
This is sample data. For a client, it’s built from your own invoices, orders, and customer records, so you can see who’s slipping before they’re gone.